FINANCE

Ask an Advisor: About New Year’s Resolutions

What are the Most Important Financial Resolutions I Should Have for 2021? Everyone has different priorities but here are the top four I recommend:  Protect Your Estate  Review and update your estate documents. The primary purpose of a will is to ensure that your assets are distributed to whomever you choose, in the amount and manner that […]

Ask An Advisor: Year-End Financial Planning Checklist

The end of the year can be busy, but there are a few things you should review every year to make sure you are making the most of your money. Below is a list of items I review with my clients that you may find helpful as this year draws to a close.   Investments […]

Ask An Advisor: Consider Tax Loss Harvesting in Taxable Accounts

This strategy potentially turns your investment losses into tax breaks. If you invest in taxable accounts you are probably familiar with capital gains taxes. To “harvest“ losses you sell investments at a loss and then use those losses to offset realized investment gains in the same year. The key is to make a lateral move […]

We asked the advisors at local firm, VLP Financial Advisors on what investment advice that have or strategies they recommend during the recent market downturn. Buy Low (If you Can)  Warren Buffett said “Try to be fearful when others are greedy and greedy only when others are fearful”.  With these words in mind, a downturn […]

Ask An Advisor About: Investing during the COVID-19 Market downturn

We asked the advisors at local firm, VLP Financial Advisors on what investment advice that have or strategies they recommend during the recent market downturn. Don’t try to Time the Market Belle Osvath, CFP®, AIF® Your instincts might prompt you to pull your money out of the market when values fall and then re-enter when […]

When I meet someone at a party (or more likely, at one of my kid’s soccer games) and I tell them what I do, usually the first question they ask is “What do you think of the stock market?” While I do spend time helping clients with their investments, the vast majority of my time […]

As a female Financial Advisor working in an industry traditionally dominated by men I find myself in the unique position to empower women to pursue their financial goals. Many of the women I have worked with have made great progress, but industry studies point to a startling fact: when it comes to planning for our […]

I get a lot of questions from my clients about how/when they should talk to their kids about money. Every child and family is different, but I think the focus should be the same for all parents. You want to make sure your children have the foundation they need to make smart financial decisions as […]